+235.9%
NVDA vs ALK
+13.2%
+222.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.7% |
| 7D | -12.7% | -1.2% | -11.6% | -12.6% |
| 30D | -26.4% | +7.7% | -34.1% | -27.9% |
| 3M | -27.6% | -19.0% | -8.6% | -24.4% |
| 6M | -27.7% | -0.2% | -27.5% | -29.0% |
| YTD | -12.5% | -23.5% | +11.0% | -9.2% |
| 1Y | -12.6% | -9.1% | -3.5% | -13.5% |
| 3Y | +235.9% | +12.0% | +223.9% | +213.2% |
| All | +235.9% | +13.2% | +222.8% | +213.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ALK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling